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Phong Le

Strategy CEO
First call on the ledger

No calls filed yet. Quotes in curly quotation marks are verbatim; everything else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.

Where they stand

Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.

BearBitcoin & Crypto 2026-08-04
BTC ~$64K, half its 12-month high, below the firm's $75K average cost; rare concession.
Yeah, look, I think Bitcoin is going through a bear cycle right now.
Phong Le · Strategy CEO · CNBC ↗
Bitcoin since this was said: +1.0% · 64,062 → 64,703 · as of 2026-08-05
BullBitcoin & Crypto 2026-08-04
Predicts a bull cycle next year with Strategy outperforming Bitcoin. EVENT: will, dated 2027.
And what strategy is designed to do is to outperform Bitcoin in a bull cycle, which I expect to happen next year.
Phong Le · Strategy CEO · CNBC ↗
Bitcoin since this was said: +1.0% · 64,062 → 64,703 · as of 2026-08-05
NeutralBitcoin & Crypto 2026-08-04
After selling 1,600+ BTC for ~$105M; sales fund dividends and buybacks. Checkable vs filings.
No, we're not a forced seller of Bitcoin.
Phong Le · Strategy CEO · CNBC ↗
Bitcoin since this was said: +1.0% · 64,062 → 64,703 · as of 2026-08-05

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